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Tariffs – The Aftermath
Tariffs – The Aftermath Investment Conclusion. We are far from done with volatility from Tariffs and Trade. The use of S.122 of the Trade Act 1974 is illegal in my judgement. It is also unfit for purpose as a policy to “correct” the US trade deficit. This leaves …
NDTV & Quantum Strategy - US Supreme Court Tariff Special - Full 1hr Panel Discussion
This is the full panel discussion of the US Supreme Court ruling on the legality of President Trump’s use of IEEPA tariffs. It covers what happpens next. The economic and geopolitical impact. And who wins and loses.
NDTV Profit: US Inflation Reset? Quantum Strategy's David Roche on Trump's Tariff Defeat & What Happens Now
Is striking down IEEPA a risk on orvrisk off event? What does it mean for the global and US economies and geopolitics?
US Supreme Court Ruling Against IEEPA: The Emperor Has No Tariffs!
The US Supreme Court (SC) decision was in part anticipated by markets. So, it will not cause their collapse. Emerging markets, which get lower tariffs than IEEPA rate will have a rally on this result. India and China are examples. But business is not as usual. Uncerta…
Tariffying Moment
Tariffying Moment. The US Supreme Court is set to publish, on Friday, January 9, its opinions & and probably its verdict on the use of IEEPA tariffs. N egative for US Treasuries and the US$. No bonanza for EM equities, This report looks at the consequences …
NDTV David Roche - 3 Outcomes & Consequences of US Supreme Court Ruling on Trump’s Tariffs
NDTV David Roche - 3 Outcomes & Consequences of US Supreme Court Ruling on Trump’s Tariffs
Global Shipping: US Titan or Titanic?
Global Shipping - The US: Titan or Titanic Summary Shipping is like dark matter in the Universe. It keeps things expanding smoothly. It runs hypothetically in the background of world affairs like dark matter and energy in the universe. It prevents (stellar or earthly)…
Egonomics - The Resilience of Trump's Alternative Economy
Egonomics - The Resilience of Trump's Alternative Economy. Investment Conclusion The resilience of the Trump Administration’s economic policies is greater than I thought. There has been success in creating an alternative economic framework driven by the President…